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Customer Support Specialist - Tax
Customer Support Specialist - TaxAsure Software • Santa Ana, CA, US
Customer Support Specialist - Tax

Customer Support Specialist - Tax

Asure Software • Santa Ana, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Salary : $31.00-$36.00

Who we are

Over600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owners mentality. We help businesses develop their Human Capital to get to the next level, stay compliant, andallocatetheir time,moneyand technology toward growth. Our HCM platform empowers more than100,000 clientsto build great teams and better manage their people while staying compliant in an ever-changing HR legislative landscape. Asures HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ranging from online compliance tools to a fully outsourced HR department.

This is an on-site position and can be based from any of Asure's hub office locations including Austin, TX; Santa Ana, CA; Burlington, VT; Cherry Hill, NJ; Rochester, NY; Tampa, FL; or Cherry Hill, NJ

How you will contribute

TheCustomer Tax Support Specialistprovides expert support to Asures reseller tax service clients. This role ensures clients receiveaccurate, compliant, andtimelyassistancewith all payroll taxrelated inquiries. The Specialist serves as the primary point of contact for assigned resellers, guiding them through Asures Payroll Tax Management (APTM) system and related processes.

This position is ideal for someone who enjoys problem-solving, building client relationships, and helping others navigate payroll tax complexities.Strong communication, organization, and technical skills are key to success in this role.

Client Relationship Management

  • Serve as the single point of contact for assigned reseller clients.
  • Build andmaintainstrong relationships to ensure client satisfaction and retention.
  • Establish regular meetings with resellers to review open items, issue status, and account updates.
  • Providetimely,accurateresponses to client inquiries and manage cases within defined service levels and KPIs.

Payroll Tax Support & Compliance

  • Support clients in the setup of new tax types and agencies, ensuring receipt of required authorizations, TPA assignments, ID updates, and rate / frequency changes.
  • Partner with resellers on SUI (State Unemployment Insurance) rate updates, withholding payment frequencies, and ID number resolutions.
  • Assistin resolving unfiled returns, unpaid taxes, missing agencies, andpayrollimport errors or holds.
  • Collaborate with resellers during quarterly and year-end payroll tax reporting to meet deadlines.
  • Helpidentifyand reconcile variances, correct import exceptions, and manage quarter-end adjustments as needed.
  • Work closely with accounting teams to resolve funding issues, including reversals, NSFs, and funding discrepancies.
  • Training & Technical Support

  • Provide guidance and technicalassistanceon the APTM system and related tax processes.
  • Assistin training resellers on system functionality, features, and best practices.
  • Create standard operating procedures (SOPs), knowledge base articles, or training materials as needed.
  • Collaboration & Continuous Improvement

  • Partner with internal teams and management to troubleshoot issues and develop solutions.
  • Identifyopportunities to improve internal processes, enhance client experience, and increase operational efficiency.
  • Participate in special projects as assigned.
  • Maintain compliance with all internal procedures and external tax regulations, escalating issues when necessary.
  • Qualifications

  • High school diploma or GEDrequired; college degree preferred
  • Minimum of2 yearsof payroll tax payment and / or filing experience.
  • Experience withmulti-state and multi-client payroll taxationpreferred.
  • Prior experience with aPEO (Professional Employer Organization)environment preferred.
  • Previouscustomer support or serviceexperience preferred.
  • Strong attention to detail, organization, and problem-solving skills.
  • Proficiencyin Microsoft Office (Excel, Word), Outlook, Salesforce, and payroll / tax software.
  • Excellent written and verbal communication skills; able to build rapport with clients and internal teams.
  • Comfortable working in a structured, performance-based environment with high ethical standards.
  • Able to manage multiple priorities, work independently, and make sound decisions.
  • Demonstrated ability to delivertimely,accurateresults andmaintaineffective relationships.
  • Compensation

    The base range for this role is $31.00-$36.00 per hour depending upon level of experience.

    This role offers a comprehensive benefit package.

    Benefits

  • Medical, Dental, Vision, HSA, FSA- All effective on day 1!
  • Company paid Basic Life Insurance, A+D, Long-Term Disability, and Short-Term Disability
  • 401K Program with 3% safe harbor contribution
  • Employee Stock Purchase Program
  • Fitness Reimbursement Program
  • Self-Managed PTO
  • We are an equal opportunity employer. All candidates must be legally authorized to work in the US, as we are unable to sponsor or transfer Visas at this time.

    NO AGENCIES PLEASE

    Any unsolicited resumes sent to Asure Software from a third party, such as an Agency, including unsolicited resumes sent to Asures mailing address, faxmachineor email address, directly to employees or hiring managers will be considered Asure property. Asure will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

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